Private markets need to move faster - public markets aren't waiting

At SuperReturn Europe, Mark Phillips, Global Head Private Credit, Bloomberg, and Tiffany Johnston, Senior Managing Director, Blue Owl Capital, cuts straight into one of the biggest tensions in private markets today: speed. Public markets have surged, transparency expectations have shifted, and LPs are demanding more data, more liquidity, and more operational maturity than ever before. Mark and Tiffany break down what needs to change and why private markets can’t afford to move slowly anymore.

$41 trillion credit market: How is private credit reshaping the landscape?

Mark outlines one of the biggest structural shifts in the market: “Allocators aren’t running two portfolios anymore. Public and private credit are merging and data has to keep up.” He discusses the $41 trillion addressable credit market, why private credit could replace up to 15% of it, and how data, AI and real assets like data centers and hyperscalers fit into the story.

Why GP stakes are suddenly in demand with Tiffany Johnston, Blue Owl Capital

GP stakes are going mainstream and LPs want more than returns says Tiffany, as she lays out why GP stakes have moved from “niche” to “necessary” in private markets: “LPs want yield, diversification, and a real partnership. GP stakes deliver all three and that’s why demand is accelerating.”